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Angeles Wealth Management’s Novartis NVS Stock Holding History

Angeles Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$655K Buy
4,286
+1,086
+34% +$166K 0.04% 185
2025
Q4 		$441K Buy
3,200
+545
+21% +$71.4K 0.02% 232
2025
Q3 		$340K Sell
2,655
-30
-1% -$3.66K 0.02% 240
2025
Q2 		$325K Buy
2,685
+567
+27% +$63.9K 0.02% 247
2025
Q1 		$236K Sell
2,118
-1,131
-35% -$120K 0.02% 261
2024
Q4 		$316K Buy
3,249
+110
+4% +$11.7K 0.03% 199
2024
Q3 		$361K Sell
3,139
-162
-5% -$18.4K 0.03% 170
2024
Q2 		$351K Sell
3,301
-195
-6% -$19.6K 0.03% 160
2024
Q1 		$338K Buy
3,496
+14
+0.4% +$1.44K 0.03% 159
2023
Q4 		$352K Buy
3,482
+228
+7% +$22K 0.04% 136
2023
Q3 		$331K Buy
3,254
+365
+13% +$37K 0.05% 118
2023
Q2 		$292K Buy
2,889
+90
+3% +$9K 0.04% 144
2023
Q1 		$258K Sell
2,799
-310
-10% -$27.1K 0.04% 148
2022
Q4 		$282K Buy
+3,109
New +$262K 0.05% 137
2022
Q2 		– Sell
-2,978
Closed -$261K – 211
2022
Q1 		$261K Buy
+2,978
New +$258K 0.05% 143

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Angeles Wealth Management's NVS Position: Q1 2026 in Review

Angeles Wealth Management increased its Novartis (NVS) stake by 34% in Q1 2026, buying an estimated $166K and bringing the position to 4,286 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #185.

Angeles Wealth Management first reported a position in NVS in Q1 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Angeles Wealth Management held 4,286 shares of Novartis worth $655K as of Q1 2026.
  • Angeles Wealth Management bought 1,086 Novartis shares in Q1 2026, an estimated $166K.
  • Novartis made up 0.04% of Angeles Wealth Management's portfolio in Q1 2026, its #185 holding.
  • Angeles Wealth Management first reported a position in Novartis in Q1 2022 and has held it in 15 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.